THE ACE FIDUCIARY GROUP
(925) 906-1882

Preserving Your Trust For the Benefit of Your Legacy

TAP Your Circle of Care

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Be the Chairman of the Board of your own life. You set the values and describe your wishes.

You choose a "CEO" to act as a Family Council Moderator or to bring together qualified, effective services while you:

TAP

Into Your

Circle of Care




You can better enjoy the time you have left by allowing a qualified professional to handle or bring together those who can serve your needs. 

We collaborate and work with your own "circle of care" whenever possible. Alternatively, we can also refer you to highly qualified professionals who serve your needs in one of the four areas shown above.

When we meet with each client, our first job will be to explore and document answers to such questions as "who serves these needs in your life?". An example of an important area we cover can be found here in a short discussion of Advanced Health Care Directives.

This allows us to better handle your estate and affairs according to your values and wishes.

Meeting regularly with a group of professionals to share ideas and best practices, we learn from one another how to better serve our client's needs. We call it a TAPs group standing for "Trusted Advisors & Professional Services".

Below is a sample of the caliber of professionals meeting together regularly to learn from one another how to better serve our client's needs.  For referrals to these and other professionals who can serve our client's needs as they age, please call our office.

 

Attorneys

Care Managers/Providers

Assisted/Transitional Housing

Charitable Organizations

Investment & Insurance Advisors

Real Estate & Lending Services

Tax Professionals

Personal Household Services

We're always building our network. If you are a professional serving clients in the area of legacy planning;  long-term planning or estate administration and you would like to discuss the ease and benefit of becoming a referring professional, please call our office or request additional information by clicking on Contact Us.

THE ACE FIDUCIARY GROUP 

a division of Acuña & Associates, Inc.

1200 Mt. Diablo Blvd., Suite #108
Walnut Creek, CA 94596

(925) 906-1882
FAX (925) 949-8463

 

 

 

 

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